Heritage Bank National Association
Spicer, MN FDIC 19254 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) -0.52% -1.25 0.72%
Return on Equity (%) -5.14% -13.62 8.48%
Net Interest Margin (%) 3.63% +0.42 3.20%
Efficiency Ratio (%) 113.29% +27.57 85.72%
Pre-Provision Profit ($M) $-1 -1.33 $1
Cost of Funds (%) 1.99% -0.52 2.51%
Balance Sheet
Total Assets ($M) $361 -75.72 $437
Gross Loans ($M) $306 -57.60 $363
Loan Growth YoY (%) 97.80% +2.72 95.08%
Total Deposits ($M) $306 -68.39 $375
Shareholders Equity ($M) $38 -2.12 $40
Tang. Book Value ($M) $36 -1.67 $37
TBV excl. AOCI ($M)** $37 -1.83 $39
Loan / Deposit Ratio (%) 97.80% +2.72 95.08%
Credit Quality
NPA / Total Assets (%) 2.96% +0.91 2.05%
Allowance / Loans (%) 2.03% 0.07% 1.95%
Net Charge-Off Ratio (%) 3.47% +1.04 2.43%
Capital
Tier 1 Capital Ratio (%) 15.61% +1.72 13.89%
Noninterest income ($0.59M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▁▅▆▆█ Net Interest Margin (%) 3.25% 3.25% 3.22% 3.20% 3.44% 3.52% 3.51% 3.63%
▆▆▄█▅▅▅▁ Return on Assets (%) 0.36% 0.38% 0.09% 0.72% 0.19% 0.18% 0.19% -0.52%
▁▁▂▂▄▄▄█ Efficiency Ratio (%) 80.2% 82.6% 85.6% 85.7% 94.7% 94.9% 95.0% 113.3%
█▇▇▅▃▂▂▁ Cost of Funds (%) 2.99% 2.83% 2.78% 2.51% 2.29% 2.20% 2.20% 1.99%
▁▄▃▅▃▄██ NPA / Assets (%) 1.05% 1.89% 1.75% 2.05% 1.77% 1.85% 2.76% 2.96%
▁▄▃▅▃▄██ Net Charge-Off Ratio (%) 1.26% 2.26% 2.07% 2.43% 2.05% 2.15% 3.36% 3.47%
▂█▂██▁▄▁ Tang. Book Value ($M) $36 $37 $36 $37 $37 $36 $36 $36
█▇▆▄▃▂▁▁ Gross Loans ($M) $443 $419 $407 $363 $354 $338 $322 $306
█▇▇▅▄▃▃▁ Total Deposits ($M) $428 $411 $410 $375 $357 $342 $337 $306
Portfolio Composition — Q1'26
Loan Mix%
Real Estate88%
C&I / Commercial9%
Agricultural2%
Consumer2%
Deposit Mix%
Nonint.-Bearing Demand19%
Interest-Bearing (core)70%
Brokered / Other11%
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